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Ishares Tr usa min vo shares owned by Capital Advantage

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Capital Advantage from 13F filings

Historical chart of Capital Advantage investment in Ishares Tr usa min vo

Dec 292024Jan 122025Jan 26Feb 9Feb 23Mar 9Mar 23269.566k269.5665k269.567k269.5675k269.568k30353,035.530363,036.53037
Value ($)Share countHistorical USMV position of Capital Advantage Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr usa min vo held by Capital Advantage consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Capital Advantage

Quarter filed Position value Share count Share price at filing
2025-03-31 $270k 3.0k 88.79
2024-12-31 $270k 3.0k 88.79

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Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James Financial
FMR
Wealth Enhancement Advisory Services
Pnc Financial Services
LPL Financial
BlackRock
Alaska Permanent Fund Corp
Envestnet Asset Management
UBS Group
Millburn Ridgefield
Wells Fargo & Company
Catalyst Capital Advisors
Jpmorgan Chase & Co

View all funds holding Ishares Tr usa min vo